Atria Investments’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $821K | Buy |
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|
2025
Q2 | $589K | Buy |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $525K | Buy |
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|
2024
Q2 | $385K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.32M | Sell |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $2.18M | Buy |
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|
2018
Q2 | $1.7M | Buy |
|